Resource Center

All the authoritative go-to-market content you need to maximize the effectiveness and efficiency of your revenue teams

Video The Annual OpsStars Conference & Awards
The Annual OpsStars Conference & Awards

The OpsStars Annual Conference is the annual event for operations professionals to interact and engage with each other. OpsStars serves...

Webinar Converting Buyer Signals into Revenue
Converting Buyer Signals into Revenue

In this roundtable-style webinar, we bring together members of 6sense, LeanData, and Outreach to discuss how to uplevel your account-based motions.

eBook Build vs. Buy for Lead Management: What’s Best for Your Tech Stack?
Build vs. Buy for Lead Management: What’s Best for Your Tech Stack?

Build versus buy is a dilemma for revenue teams and IT as they build a tech stack to empower their GTM motions. Discover the key decision points to evaluate to make the best tech stack decisions.

How to Fix 5 Common Breakdowns in Account-Based Motions

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Sales Playbooks 101: Foundations of Building an Efficient Sales Pipeline

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Video LeanData Lead-to-Account Matching
LeanData Lead-to-Account Matching

LeanData Lead-to-Account Matching gives your sales and marketing teams a holistic account view and arms them with the context needed...

Webinar A Day in the Life of an Operations Superstar
A Day in the Life of an Operations Superstar

Learn from an Operations Superstar how LeanData's very own operations experts use LeanData to stay on top of their data and processes.

Video Bypassing Validation Rules
Bypassing Validation Rules

As a native Salesforce solution, LeanData is subject to any validation or duplicate prevention rules you have in Salesforce. Here is a way that you can exclude specific Users.

Video Using the Salesloft Node
Using the Salesloft Node

Some organizations use Salesloft cadences to manage sales engagement. Learn how you can incorporate LeanData's Salesloft Integration to automate follow up based on campaign activity.

Video Selective Overwriting When Merging
Selective Overwriting When Merging

When merging duplicates in LeanData sometimes you only want certain fields overwritten. Here is a way that you can selectively choose which fields you want to be overwritten on a merged record.

Video Cross Object Operations in Router
Cross Object Operations in Router

When using LeanData Router, you can begin your process on one object, then continue it on a different object. You just need to know how to identify the other object record and properly trigger it for routing purposes.

Video Update Pools with Conditional Membership
Update Pools with Conditional Membership

Keeping Round Robin pools up to date with the latest members does not have to rely on someone remembering which Users to add.